| dc.contributor.advisor | 吳文傑 | zh_TW |
| dc.contributor.advisor | Wu, Jack | en_US |
| dc.contributor.author (Authors) | 楊恭逸 | zh_TW |
| dc.contributor.author (Authors) | Yang, Kung Yi | en_US |
| dc.creator (作者) | 楊恭逸 | zh_TW |
| dc.creator (作者) | Yang, Kung Yi | en_US |
| dc.date (日期) | 2010 | en_US |
| dc.date.accessioned | 29-Sep-2011 18:20:26 (UTC+8) | - |
| dc.date.available | 29-Sep-2011 18:20:26 (UTC+8) | - |
| dc.date.issued (上傳時間) | 29-Sep-2011 18:20:26 (UTC+8) | - |
| dc.identifier (Other Identifiers) | G0098933022 | en_US |
| dc.identifier.uri (URI) | http://nccur.lib.nccu.edu.tw/handle/140.119/50972 | - |
| dc.description (描述) | 碩士 | zh_TW |
| dc.description (描述) | 國立政治大學 | zh_TW |
| dc.description (描述) | 國際經營管理英語碩士學位學程(IMBA) | zh_TW |
| dc.description (描述) | 98933022 | zh_TW |
| dc.description (描述) | 99 | zh_TW |
| dc.description.abstract (摘要) | The purpose of this paper is to study financial structured products, and the marketing aspects in Taiwan market. In this paper, evidence from S Bank, I will study its market strategies and the performances in the field of structured product. A Structured Product also known as an Investment Deposit is linked with various underlying investment options to provide enhanced return potential. Under the structured products, there are a few alternatives available to the investors, Principal Guaranteed Structured Product and Yield Enhanced Structured Product. A Principal Guaranteed Structured Product enables investors to enjoy 100% principal protection if held to maturity with investment tenor to earn higher potential returns than conventional time deposits in accordance with the performance of linked assets.A Yield Enhanced Structured Product can offer the potential for a higher interest rate than available with other fixed term deposits. In compensation for the higher risks, due to being exposed to market risks, the returns are higher than the returns on normal deposits. The deposit will receive a higher rate of interest irrespective of what happens to the price movement of linked assets. | en_US |
| dc.description.abstract (摘要) | Acknowledgement ii Abstract iii 1 Introduction 1 1.1 Background 1 1.2 Research Motivation 2 1.3 Purpose of the Study 4 1.4 The analysis of structured product 4 2 S Bank 6 2.1 Background of S Bank 6 2.2 Work Flow Chart 7 2.3 Related Work Details of Different Departments 8 2.4 S bank’s Market Share of Structured Products 9 2.5 SWOT Analysis - S Bank’s structured product’s strategy 9 3 Taiwanese Government Regulation 12 3.1 Know Your Customers (KYC) Requirement 12 3.2 Process Evaluation Requirement 12 3.3 Marketing Control Procedure Requirement 13 3.4 Fully Risk Disclosure Requirement 14 3.5 Self Discipline Requirement 14 3.6 Withholding Tax 15 4 Introduction to the Dual Currency Deposit 16 4.1 Potential scenarios 16 4.2 Risk Explanations 17 4.3 Comparison between Structured Products and Time Deposits 18 5 Introduction to Currency Option 20 5.1 The Basic Concepts of Currency Option 20 5.2 The Black and Scholes Option Pricing Model 20 5.3 Currency Option Terminology 21 5.4 Key Features of Currency Option 22 5.5 Four Basic Option Strategies 23 6 Introduction to Foreign Currency Structured Product 26 6.1 General definition of foreign currency structured product 26 6.2 The benefits of investing on structured foreign currency deposit. 28 6.3 The risks of foreign currency structured product 29 6.4 The target clients of foreign currency structured product 29 7 S Bank’s strategy of Structured Products 30 7.1 The analysis of structured product’s benefits 30 7.2 Structured products risk hedge strategy 31 8 Conclusion 34 Appendix 36 Appendix 1 Structured Product (Sample) 36 Appendix 2 Dual Currency Deposit term sheet 42 References 48 | - |
| dc.description.tableofcontents | Acknowledgement ii Abstract iii 1 Introduction 1 1.1 Background 1 1.2 Research Motivation 2 1.3 Purpose of the Study 4 1.4 The analysis of structured product 4 2 S Bank 6 2.1 Background of S Bank 6 2.2 Work Flow Chart 7 2.3 Related Work Details of Different Departments 8 2.4 S bank’s Market Share of Structured Products 9 2.5 SWOT Analysis - S Bank’s structured product’s strategy 9 3 Taiwanese Government Regulation 12 3.1 Know Your Customers (KYC) Requirement 12 3.2 Process Evaluation Requirement 12 3.3 Marketing Control Procedure Requirement 13 3.4 Fully Risk Disclosure Requirement 14 3.5 Self Discipline Requirement 14 3.6 Withholding Tax 15 4 Introduction to the Dual Currency Deposit 16 4.1 Potential scenarios 16 4.2 Risk Explanations 17 4.3 Comparison between Structured Products and Time Deposits 18 5 Introduction to Currency Option 20 5.1 The Basic Concepts of Currency Option 20 5.2 The Black and Scholes Option Pricing Model 20 5.3 Currency Option Terminology 21 5.4 Key Features of Currency Option 22 5.5 Four Basic Option Strategies 23 6 Introduction to Foreign Currency Structured Product 26 6.1 General definition of foreign currency structured product 26 6.2 The benefits of investing on structured foreign currency deposit. 28 6.3 The risks of foreign currency structured product 29 6.4 The target clients of foreign currency structured product 29 7 S Bank’s strategy of Structured Products 30 7.1 The analysis of structured product’s benefits 30 7.2 Structured products risk hedge strategy 31 8 Conclusion 34 Appendix 36 Appendix 1 Structured Product (Sample) 36 Appendix 2 Dual Currency Deposit term sheet 42 References 48 | zh_TW |
| dc.language.iso | en_US | - |
| dc.source.uri (資料來源) | http://thesis.lib.nccu.edu.tw/record/#G0098933022 | en_US |
| dc.subject (關鍵詞) | 結構型商品 | zh_TW |
| dc.subject (關鍵詞) | 實務應用分析 | zh_TW |
| dc.subject (關鍵詞) | 銀行 | zh_TW |
| dc.title (題名) | 結構型商品之實務應用與分析 – 以S銀行為例 | zh_TW |
| dc.title (題名) | Practical application and analysis of structured products a case study of S Bank | en_US |
| dc.type (資料類型) | thesis | en |
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